Form 8-K

8-K — NATIONAL BEVERAGE CORP

Accession: 0001437749-26-030186

Filed: 2026-09-11

Period: 2026-09-10

CIK: 0000069891

SIC: 2086 (BOTTLED & CANNED SOFT DRINKS CARBONATED WATERS)

Item: Results of Operations and Financial Condition

Item: Financial Statements and Exhibits

Documents

8-K — fizz20260910_8k.htm (Primary)

EX-99.1 — EXHIBIT 99.1 (ex_1014976.htm)

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8-K — FORM 8-K

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0000069891

2026-09-10

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, DC 20549

FORM 8-K

CURRENT REPORT PURSUANT

TO SECTION 13 OR 15(D) OF THE

SECURITIES EXCHANGE ACT OF 1934

Date of report (Date of earliest event reported): September 10, 2026

National Beverage Corp.

(Exact Name of Registrant as Specified in Its Charter)

Delaware

(State or Other Jurisdiction of Incorporation)

1-14170

59-2605822

(Commission File Number)

(IRS Employer Identification No.)

8050 SW Tenth Street, Suite 4000

Fort Lauderdale, Florida

33324

(Address of Principal Executive Offices)

(Zip Code)

(954) 581-0922

(Registrant’s Telephone Number, Including Area Code)

(Former Name or Former Address, if Changed Since Last Report)

Securities registered pursuant to Section 12(b) of the Act:

Title of each Class

Trading Symbol

Name of each exchange on which registered

Common Stock, par value $.01 per share

FIZZ

The NASDAQ Global Select Market

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (17 CFR §230.405) or Rule 12b-2 of the Securities Exchange Act of 1934 (17 CFR §240.12b-2).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02 Results of Operations and Financial Condition

On September 10, 2026, National Beverage Corp. (the “Company”) issued a press release announcing financial results for the periods ended August 1, 2026. The information in Item 2.02 of this report, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities under that Section and shall not be deemed to be incorporated by reference into any filing of the Company under the Securities Act of 1933, as amended, or the Exchange Act.

Item 9.01 Financial Statements and Exhibits

(d) Exhibit 99.1

Press release dated September 10, 2026 announcing the Company’s financial results for the periods ended August 1, 2026.

Exhibit 104

Cover Page Interactive Data File (formatted as Inline XBRL)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.

National Beverage Corp.

(Registrant)

By: /s/ George R. Bracken

George R. Bracken

Executive Vice President – Finance

(Principal Financial Officer)

Date: September 11, 2026

EXHIBIT INDEX

99.1

Press release dated September 10, 2026 announcing the Company’s financial results for the periods ended August 1, 2026.

104

Cover Page Interactive Data File (formatted as Inline XBRL)

EX-99.1 — EXHIBIT 99.1

EX-99.1

Filename: ex_1014976.htm · Sequence: 2

ex_1014976.htm

Exhibit 99.1

NASDAQ: FIZZ

For Immediate Release

Contact: Office of the Chairman, Grace Keene

NATIONAL BEVERAGE CORP.

REPORTS FIRST QUARTER EARNINGS

FORT LAUDERDALE, FL, September 10, 2026 . . . National Beverage Corp. (NASDAQ: FIZZ) today announced results for its first quarter ended August 1, 2026.

For the three months:

●

Net sales were $331 million;

●

Gross margin was 35%, reflecting the effects of elevated input costs;

●

Earnings per share were $.50 and;

●

Cash was $107 million after the payment of a $304 million special dividend ($3.25 per share) on July 30, 2026.

“Our first quarter Net Sales were negatively impacted by consumer sentiment and tariffs, as average selling price increases were largely offset by volume declines,” stated a company spokesperson. “While market conditions remain soft, we are encouraged by the rebound in orders during August and are optimistic that improving volume/mix will resume growth going forward.”

“Gross profit was also affected by higher packaging and ingredient costs, driven significantly by elevated aluminum commodity costs and tariffs. Aluminum costs alone negatively impacted gross margin by almost 600 basis points. Increases in fuel and freight further pressured both inbound and outbound shipping expenses. While we are disappointed to start the year with lower margins, the magnitude and convergence of these external pressures challenged our ability to respond as quickly as we historically have. In accordance with the request of the current administration, we have elected to absorb a portion of the tariff-related cost increases and continue to closely monitor these volatile market conditions. We believe recently instituted pricing actions, together with our disciplined operating focus, will improve performance.”

-more-

National Beverage Corp.

Page 2

“Innovation continues to be key in driving incremental demand and expanding consumption occasions. Shareholders will soon receive a ‘taste’ of our newest LaCroix flavor – PineApple CocoNut, a radiant fusion of bright pineapple sparkle with a velvety coconut finish, for a balance of flavor that’s Harmoniously Combined! This delectable combination was featured in our summer ad campaign and quickly became a consumer favorite.”

“Our strategy remains consistent: deliver innovative and flavorful beverages, vibrant consumer engagement, impactful merchandising and targeted marketing initiatives, all driven by disciplined operational execution. This strategy has generated strong cash flows as evidenced by our first quarter special dividend of $3.25 per share, representing our thirteenth special cash dividend which have distributed $19.78 per share or over $1.8 billion to our shareholders.”

“Our healthier LaCroix Sparkling Water, along with our ‘priced-right’ flavor variety of carbonated soft drinks and single-serve juice and drink products, position us to succeed in all channels and beverage categories. We believe this balanced portfolio, along with our strong balance sheet, acclaimed creativity and entrepreneurial management focus, provide a powerful foundation for creating long-term shareholder value,” concluded the spokesperson.

“Patriotism” – If Only We Could Bottle It!

-more-

National Beverage Corp.

Page 3

National Beverage Corp.

Consolidated Results for the Periods Ended

August 1, 2026 and August 2, 2025

(in thousands, except per share amounts)

Three Fiscal Months Ended

Trailing Twelve Fiscal Months Ended

August 1, 2026

August 2, 2025

August 1, 2026

Net Sales

330,662

330,515

1,180,699

Net Income

47,004

55,760

174,892

Earnings Per Common Share

Basic

.50

.60

1.87

Diluted

.50

.60

1.87

Average Common Shares Outstanding

Basic

93,613

93,620

93,615

Diluted

93,660

93,699

93,663

This press release includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements involve risks, uncertainties and other factors described in the Company's Securities and Exchange Commission filings which may cause actual results or achievements to differ from the results or achievements expressed or implied by such statements. The Company disclaims an obligation to update or announce revisions to any forward-looking statements.

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